JHP Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JHP Wealth Management provides discretionary investment management and integrated financial planning to individual and high‑net‑worth clients. The firm manages approximately $223.8 million of discretionary assets across about 124 client relationships and offers ongoing portfolio supervision and planning services without a stated account minimum.
Its investment process emphasizes a “core and explore” asset‑allocation framework implemented primarily with exchange‑traded funds and institutional‑share‑class mutual funds, using systematic screening and academic research to inform selections. Portfolios are managed to agreed asset allocation targets on a discretionary basis, and the firm uses MoneyGuide Pro to support financial planning work that is included in its advisory service; formal written plans are provided to clients who engage that option.
Notably, the firm operates as a compact advisory practice while overseeing a relatively large asset base per client and may exclude concentrated stock positions from fee calculations in certain cases. It relies on third‑party platforms (Orion for reporting and administration; Charles Schwab for custody and execution), accepts standing letters of authorization and direct fee deductions from client accounts, and does not vote proxies on clients’ behalf.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Fee-only: Included in percentage of AUM fees; financial planning services included in investment management fees.
Main office
6500 S Quebec St, #215
Centennial CO 80111
Advisors at this office
1
Most active in
California · Colorado · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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